Buildings

Jordan Thatcher

Senior Tax Consultant
Education and Credentials

As a Senior Tax Consultant at SteelPeak Wealth, Jordan Thatcher brings 10 years of expertise in accounting, tax preparation, and tax planning. She is also a skilled paralegal with extensive experience assisting attorneys in the preparation and administration of trusts, estates, and related legal matters. Jordan’s paralegal background includes a focus on corporate compliance, where she helps businesses navigate complex legal requirements and ensure they remain in good standing with regulatory standards.

With a reputation for providing comprehensive financial solutions, Jordan specializes in helping both individuals and businesses maximize tax efficiency and minimize liabilities. She takes a personalized approach to each client’s financial situation, delivering tailored strategies that support both short-term objectives and long-term success.

Outside of her professional life, Jordan enjoys spending quality time with her family, exploring the outdoors, and working on home remodeling projects.

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Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Jordan
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Tony Walsh
Chief Operating Officer
Joseph Brandolino
Associate Wealth Advisor
Benjamin Kanter
Client Service Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Drew Clanton
Operations Associate
Lesny Espinoza
Tax Associate
Michael Rashtian
Vice President, Wealth Advisor
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Justin Iskander, CPA
Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Annie Heller
Associate Wealth Advisor & Investment Analyst
Nicolo Gori
Client Service Associate
Brendan Finneran
Senior Portfolio Manager
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Lexi Shaheri
Client Service Associate
Rich Winer
Vice President, Wealth Advisor
Maddie Zakarian
Administrative Specialist
Tyler Resh
Chief Growth Officer
Andy Rosas
Operations Manager
Derek Ruan
Wealth Advisor
Daniel Atchinson
Junior Tax Associate
Josh Lev
Alternative Investment Associate
Aimie Lalas
Tax Administrator
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Peter Amling, CFP®
Vice President, Wealth Advisor
Steve Racius
Associate Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Joe Mezzetta, CPA
Senior Tax Associate
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Joshua Fein
Controller
Ryan Santiago
Operations Manager
Leonard Green
Compliance Manager
Airene Williamson
Chief Legal & Compliance Officer
Charlotte Perkinson
HR & Talent Manager
Flavia Nunes
Sr. Vice President, Wealth Advisor
Dylan Drake
Marketing Associate
Nina Weiss
Client Service Associate
Lioness Ebbay, Esq.
Director of Estate Consulting
Roger Lopez
Wealth Advisor
Luke Everhart
Business Development Associate
Kim Zajic
Chief Administration Officer
Steven K. Ridgeway, CPA
Tax Services Lead
Wayne T. Slappy
Wealth Advisor
Brandon McAuslen
Portfolio Manager
Kingsley Choi
Wealth Advisor
Myles Bozinovski
Business Development Manager
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Wyatt Gibson
Junior Tax Associate
Lisa Tashtchian
Sr. Client Service Associate
Anthony Kim
Portfolio Manager
Samantha Orellana
Client Service Associate
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Jennifer Prendergast
Tax Operations Lead
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Joe Fusaro
Director of Operations
Andrea Chandos
Senior Tax Administrator
Cecilia Umbel
Client Service Manager
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Bardia Maghami
Fund Operations Associate
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
JP Tran
Client Service Associate
Rachel Otto
Staff Accountant
Stephanie Valderrama
Administrative Assistant
Alejandra Guzman
Paralegal – Compliance Associate
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Michelle Nanoff
Sr. Client Service Associate
James Cordle
Senior Trader
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Steven Dymant
Director of Alternative Solutions
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Lucas McDonnell
Client Service Associate
Raesa Martin
Client Service Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Michael Nader, EA
Tax Associate
Teddy Weber, CPA
Tax Associate
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Robert Venezia
Sr. Vice President, Wealth Advisor
Richard Stucki
Senior Tax Reviewer